SOCOTRA MANAGEMENT, INC.

SACRAMENTO, California·3 registered advisors·CRD# 328954
SEC# 801-1307150916-617-2221
01

Firm Overview

AUM
$408M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at SOCOTRA MANAGEMENT, INC.

3 registered advisors
Adham Ramsay Sbeih
SACRAMENTO, California
Anthony Charles Ingoglia
SACRAMENTO, California
Paul Richard Cotter
SACRAMENTO, California
05

Office Locations

SACRAMENTO, California
3 advisors

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Data sourced from SEC Form ADV filings. SOCOTRA MANAGEMENT, INC. (CRD# 328954) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.